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Name Holding Trade Value Shares
Change
Change in
Stake
AU
701
AlphaGrep UK
$717K +$719K +9,081 New
FAMI
702
Fideuram Asset Management (Ireland)
$710K +$673K +8,505 New
LFAS
703
Level Four Advisory Services
Texas
$704K +$20.3K +256 +3%
CBB
704
Citizens Business Bank
California
$704K -$396 -5 -0.1%
IWC
705
Integrated Wealth Concepts
Massachusetts
$701K -$93.2K -1,178 -12%
CIC
706
Crawford Investment Counsel
Georgia
$700K
AUB
707
Atlantic Union Bankshares
Virginia
$696K -$37K -467 -5%
MNBTD
708
Moody National Bank Trust Division
Texas
$682K -$294K -3,720 -30%
T
709
TOBAM
France
$680K +$680K +8,596 +53,725%
SDAM
710
Shulman DeMeo Asset Management
New York
$677K -$791 -10 -0.1%
EI
711
EFG International
$675K +$677K +8,553 New
PI
712
PFG Investments
New York
$674K +$12K +151 +2%
MYIA
713
Mount Yale Investment Advisors
Colorado
$674K +$242K +3,052 +56%
NW
714
NewEdge Wealth
Pennsylvania
$669K +$465K +5,872 +226%
GS
715
GTS Securities
Florida
$665K +$465K +5,875 +230%
BCM
716
Brookstone Capital Management
Illinois
$665K +$30K +379 +5%
AWA
717
Aaron Wealth Advisors
Illinois
$663K +$116K +1,463 +21%
LCM
718
Legato Capital Management
California
$662K +$664K +8,388 New
BAM
719
Belpointe Asset Management
Nevada
$661K +$20.5K +259 +3%
FRA
720
Frank Rimerman Advisors
California
$660K +$179K +2,263 +37%
PSP
721
Principal Street Partners
Tennessee
$655K -$33.2K -420 -5%
WJWM
722
Williams Jones Wealth Management
New York
$651K +$8.31K +105 +1%
SPC
723
Spirepoint Private Client
Florida
$643K -$41.2K -520 -6%
TE
724
Tema ETFs
New York
$635K -$1.9K -24 -0.3%
SFI
725
Siemens Fonds Invest
Germany
$635K -$564K -7,127 -47%